ActiveSpans 4 functions & 2 industries
Updated ResMed Defies Sector Slump with Oura Deal, But Investors Remain Wary Amid ASX Health Woes
Healthcare is splitting between balance-sheet strain and digital models that can still grow through the slump.
What is this trend?
A widening gap is emerging in healthcare: companies tied to legacy cost structures are under pressure, while those adding recurring, data-driven care are gaining investor favor.
- Sector weakness is being driven by cost inflation, currency swings and lingering post-pandemic distortions.
- Investors are rewarding firms that can pair clinical products with software, data and subscription-like revenue.
- Wearables are moving from consumer wellness into clinical workflows, especially in sleep care.
- Reimbursement uncertainty and competition still limit how far digital health premiums can run.
- Strong execution is separating winners from peers even when the broader sector is under stress.
What’s the latest?
ResMed’s aggressive digital push and supply chain overhaul are fueling growth and margin gains, positioning it to outpace industry headwinds and capitalize on new product launches.
How it developed earlier updates
ResMed is bucking the ASX healthcare slump—posting robust growth, inking a game-changing Oura deal, and eyeing a 39% upside—even as investors keep one hand on the panic button.
ResMed Defies Sector Slump with Oura Deal, But Investors Remain Wary Amid ASX Health Woes
Where this is playing out
Industries